Update a project

  • 10 minutes

The following summary describes the fields that you can update on a project after it has been created, including the applicable implications of the updates.

  • Using the Project detail fields to define and manage:
    • Name - The title of the project.
    • Description - An overview of the project.
    • Customer - The company that the project will be delivered to.
    • Calendar template - The working hours of the project. When the field is changed, the entire schedule is recalculated.
    • Currency - The currency for the project. This field defaults based on the currency that is defined in the contracting unit. When the contracting unit is updated, the field is also updated.
    • Contracting Unit - The organizational unit that represents the company group or division that is primarily responsible for winning the sale and managing the delivery of work and services to the customer.
    • Project Manager - The project team member who has the authority to review and approve time entries and expenses. Your organization can track any changes made to this field over the project lifecycle by enabling the auditing functionality.
  • Estimate fields to support planning and decision making:
    • Estimated Start Date - The date that the project will begin. When this field is updated, tasks on the project will move proportionately with the new start date.
    • Finish Date - The date that the project is scheduled to end.
    • Effort - The estimated effort of the project. When tasks are added to the project, this field is no longer editable.
    • Estimated Labor Cost - The estimated labor cost of the project. When labor costs are added to the project, this field is no longer editable.
    • Estimated Expenses - The estimated expenses of the project. When expenses are added to the project, this field is no longer editable.
  • Project actual fields to capture real-time data and outcomes:
    • Actual Start - The date that the project started.
    • Actual Finish - To be updated when a project has been completed.
  • Project status fields to provide updates:
    • Overall Project Status - The overall project health, which is provided by the project manager.
    • Comments - A narrative regarding